> For the complete documentation index, see [llms.txt](https://docs.nested-knowledge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.nested-knowledge.com/review-workflow/synthesis/set-up-synthesis-outputs/dashboard-editor.md).

# Dashboard Editor

Learn how to build a living Dashboard in your nest.

Use Dashboard Editor to build a customizable, living summary of your review. This includes a set of cards: text, tables, images, PRISMA diagrams, study spotlights, and tag visuals that can be exported. Dashboard sits alongside other Synthesis outputs, and automatically updates.

**Building this yourself?** You're in the right place.

**Looking at a finished Dashboard as a reader?** See [Dashboard in Synthesis](/review-workflow/synthesis/navigate-synthesis-outputs/dashboard-in-synthesis.md) — it mirrors this page's layout exactly, minus the editing controls.

**Looking for a one-time download instead of a living output?** See [Exports](/review-workflow/exports.md) for tables, and [Download from Inspector](/review-workflow/study-inspector/download-from-inspector.md) for bulk study-level data. 

<figure><img src="https://305208404-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxb7uNGATUgwQAjDVQRXG%2Fuploads%2FfOxuS8DL29cHVVXO6d8u%2Fdashboard%20editor.png?alt=media&amp;token=5374e06d-6290-4f5d-a414-f8c373befc75" alt="Dashboard Editor showing a dashboard made up of resizable cards."><figcaption><p>Use Dashboard Editor to arrange cards into a living summary of your review.</p></figcaption></figure>

### Turning Dashboard On

Dashboard is enabled by default in a new nest. If it isn't showing in your Synthesis menu, go to **Nest Settings** and toggle it on. Once enabled, **Dashboard Editor** appears under the Synthesis menu in AutoLit.

### Building Your Dashboard

Navigate to Dashboard Editor and select the **+** icon to add your first Dashboard, optionally naming it. From there, choose from six card types:

| Card type                                     | Best for                                                                                                     |
| --------------------------------------------- | ------------------------------------------------------------------------------------------------------------ |
| Text                                          | Free-text commentary, using the same editor as Abstract Editor                                               |
| Table                                         | An updatable custom table (same builder as [Custom Table Export](/review-workflow/exports/custom-tables.md)) |
| PRISMA                                        | Your PRISMA 2009 or 2020 diagram, kept in sync with Screening                                                |
| Image                                         | A static image with title and description                                                                    |
| Study                                         | Spotlighting one included study, fully interactive on expansion                                              |
| Tag                                           | A sunburst, choropleth/map, or histogram built from a tag's contents                                         |
| Insight <i class="fa-sparkles">:sparkles:</i> | AI-generated, evidence-linked summaries of extracted data.                                                   |

Cards can be dragged, resized, and reordered; the arrangement you leave in Dashboard Editor is exactly what readers see on [Dashboard in Synthesis](/review-workflow/synthesis/navigate-synthesis-outputs/dashboard-in-synthesis.md). You can also edit cards using the pencil icon and delete them using the trash icon.

Most cards can be downloaded individually once built — text cards as a Word document, table cards as `.csv`, image and PRISMA cards as `.jpg`. This per-card download is a convenient one-off grab, not a substitute for a systematic export; for that, use [Exports](/review-workflow/exports.md) or [Download from Inspector](/review-workflow/study-inspector/download-from-inspector.md).

{% hint style="info" %}
The choropleth/map is most compatible with the Core Smart Tag: **Study Location.**

The histogram is most compatible with the Core Smart Tag: **Study Size.**
{% endhint %}

### Build Tables in Dashboard

After building your tag hierarchy and beginning to extract data, it is useful to create your export table in Dashboard and watch it automatically populate when data is extracted. This helps to ensure data is being extracted in the way you want it to look in your export.

Select the Table Card and [**follow the Table Builder instructions.**](/review-workflow/exports/custom-tables.md#build-your-table) Your table(s) will sit in your Dashboard as living cards. Toggle on Wrap Text for better viewing of individual study rows.

Download anytime to export to excel.

<figure><img src="https://305208404-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxb7uNGATUgwQAjDVQRXG%2Fuploads%2FSxB6m5Fa3mQNp8Xkc5kl%2FScreenshot%202026-08-20%20at%2012.37.03.png?alt=media&amp;token=c70c510b-2537-4598-88a1-da9da3cef2c1" alt="Dashboard Editor showing a table card with study data."><figcaption><p>Table cards update as you extract data in your nest.</p></figcaption></figure>

### Generate Smart Insights from Dashboard

Dashboard is one of two places you can generate **Smart Insights** — AI-generated, evidence-linked summaries of your extracted data. From the Tag card menu, select **Insight**, then **Generate**, choosing either all identified tags or a specific selection. Generated Insights can be added individually or all at once as Dashboard cards, where they display as an expandable summary with linked claims and source evidence. See [Smart Insights](/review-workflow/synthesis/set-up-synthesis-outputs/smart-insights.md) for the full walkthrough, including how this differs from generating a one-time Word document from the Export page.

<figure><img src="https://305208404-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxb7uNGATUgwQAjDVQRXG%2Fuploads%2FSslH9fN2Nzu0WfrG6XOt%2FScreenshot%202026-08-20%20at%2012.38.52.png?alt=media&amp;token=616012f8-3721-4de8-b18f-52ddc73d178e" alt="Dashboard Editor showing a Smart Insights card with an evidence-linked summary."><figcaption><p>Generate Smart Insights from a tag card and add them to your Dashboard.</p></figcaption></figure>

### FAQs

<details>

<summary>Will my Dashboard update automatically as I keep screening or tagging?</summary>

Yes — every card reflects the current state of the nest each time it's viewed. This is the core difference between Dashboard and a one-time export.

</details>

<details>

<summary>Can I control who sees my Dashboard?</summary>

Dashboard visibility follows your nest's overall Synthesis privacy setting (Public, Protected, or Private), configured in Nest Settings.

</details>

<details>

<summary>What if I want this table as a one-time download instead of a living card?</summary>

Use the same Table Builder from the [Exports](/review-workflow/exports.md) page instead — it's the identical builder, but the result is a downloadable file rather than a card on your Dashboard.

</details>

### Next Steps

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-compass">:compass:</i><br><strong>Dashboard in Synthesis</strong></td><td>Learn how readers view a published Dashboard.</td><td><a href="/review-workflow/synthesis/navigate-synthesis-outputs/dashboard-in-synthesis.md">Dashboard in Synthesis</a></td></tr><tr><td><i class="fa-wand-magic-sparkles">:wand-magic-sparkles:</i><br><strong>Smart Insights</strong></td><td>Generate evidence-linked summaries from tagged data.</td><td><a href="/review-workflow/synthesis/set-up-synthesis-outputs/smart-insights.md">Smart Insights</a></td></tr><tr><td><i class="fa-file-lines">:file-lines:</i><br><strong>Manuscript Editor</strong></td><td>Write a connected narrative with citations.</td><td><a href="/review-workflow/synthesis/set-up-synthesis-outputs/manuscript-editor.md">Manuscript Editor</a></td></tr><tr><td><i class="fa-file-export">:file-export:</i><br><strong>Exports</strong></td><td>Create one-time downloads from your review data.</td><td><a href="/review-workflow/exports.md">Exports</a></td></tr></tbody></table>


---

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